Simply Settled (Estate & Trust Accounting Support)
Being asked to serve as a personal representative or trustee is a sobering experience, you have been identified as someone who could be trusted in handling the very personal affairs of another.
Of course, this does not mean it is easy, you will be asked to provide accounting and documentation to the courts and beneficiaries and most likely it needs to be in predetermined format. You will also be working on a timeline that will be dictated by others, and all you probably have other things going on in your own life as well.
Simply Balanced Solutions can work hand in hand with you and your Attorney to make sure all the expected tasks are performed so you don’t have to.